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Financial Advisor

2 months ago

Montreal, Quebec, Canada Sun Life Financial Full time
Unlock Your Potential as a Financial Advisor

At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to our clients.

Key Responsibilities:

  • Proactively engage with clients to understand their financial needs and goals
  • Assess clients' financial situations and provide tailored recommendations for insurance and investment solutions
  • Work closely with our team to stay up-to-date on product and regulatory updates
  • Contribute to the team's success by identifying opportunities for continuous improvement

Requirements:

  • Bachelor's degree or 2+ years of relevant experience
  • Valid and active Mutual Fund license, sales and service experience
  • Valid and active Insurance license, sales and service experience
  • Strong knowledge and passion for retail insurance and investment products
  • Experience doing business over the phone
  • Strong communication and relationship-building skills

What We Offer:

  • Competitive salary and annual incentive plan
  • Comprehensive benefits package, including medical, dental, life, and disability insurance
  • Employee matched pension plan and stock purchase plan
  • 3 weeks paid vacation
  • Licensing fees covered

Why Join Us:

At Sun Life Financial, we value diversity and inclusion. We welcome applications from qualified individuals from all backgrounds. If you're a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply.